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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,085 | $226,105-45.6% | $182,540-32.6% | $152,897-19.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 18.83% | 192.58%-173.7pp | 148.58%-129.7pp | 345.43%-326.6pp |
| Employer contribution / active EE | $1,033 | $4,978-79.3% | $4,076-74.7% | $4,764-78.3% |
| Participant deferral / active EE | $4,369 | $6,370-31.4% | $5,525-20.9% | $5,851-25.3% |
| Admin fee / account holder | $2,640 | $10,706-75.3% | $8,593-69.3% | $11,599-77.2% |